Kotak Contra Fund - Growth - Direct: NAV, Returns, Calculator, Expense Ratio & Review

Kotak Contra Fund - Growth - Direct

Very High Risk

Equity

4 Star

NAV as of Aug 20, 2025

178.62

0.35%1D Change

Returns since inception

17.44%p.a.

Very High Risk

Equity

4 Star

NAV as of Aug 20, 2025

178.62

0.35%1D Change

Returns since inception

17.44%p.a.

Kotak Contra Fund - Growth - Direct

Very High Risk|Equity|4 Star
NAV as of Aug 20, 2025

178.62

0.35%1D

Returns since inception

17.44%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating4 Star
  • Expense ratio0.58%
  • Exit Load1% within 90 days
  • AUM (Fund size)₹4,502.48 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹1000 & Lump. ₹5000
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
HDFC Bank Ltd7.07%
ICICI Bank Ltd5.79%
State Bank of India3.38%
Reliance Industries Ltd3.28%
Infosys Ltd3.18%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
SBI Contra Fund Direct Gr...₹ 46,947 Cr
416.89
| 0.17%
Very High
Edelweiss Greater China E...₹ 2,076 Cr
51.72
| -1.57%
Very High
Edelweiss Europe Dynamic ...₹ 132 Cr
27.40
| -0.27%
Very High
Aditya Birla Sun Life Int...₹ 229 Cr
46.45
| -0.33%
Very High

NAV History

FUND

Kotak Contra Fund - Growth - Direct

NAV (Aug 20, 2025)₹178.62
ClassEquity | Large-Cap
Inception DateJan 01, 2013
Fund ManagerShibani Kurian

FUND

Kotak Contra Fund - Growth - Direct

Initial Price₹10
Min. Investment AmountSIP ₹1000 and Lump. ₹5000
Exit Load1% within 90 days

Returns

1W

1M

3M

6M

1Y

3Y

Kotak Contra1.9%0.53%5.26%13.82%1.73%22.99%

About Kotak Mahindra Asset Management Co Ltd

Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.

Kotak Mahindra Asset Management Co Ltd Details

  • No. of schemes126
  • Total AUM₹233,780.35 Crore
  • AddressKotak Mahindra Asset management Company Limited, 2nd Floor, 12-BKC, Plot No C-12, Mumbai, Maharashatra, 400 051
  • Phone+91 22 61152100
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.61 Lakhs ₹
Min investment of ₹1,000 required